Is online estate planning appropriate for me & my family?

Online estate planning is appropriate for many families with fairly simple, straightforward estate planning needs. If your family fits into these circumstances, then online estate planning is right for you:

Your total estate (gross estate, without regard to debt) is under $5.45 million if you are single and $10.9 million if you are a couple (2016 figures).

You are leaving your estate to your children, and none of them have any significant disabilities (that qualify for disability benefits) nor problems with alcohol, drugs or handling money.

You and your spouse are US citizens.

You and your spouse did not individually own significant property when you married each other.

You do not have an existing living trust.

Online estate planning may NOT be right for you if your family fits these circumstances:

You are concerned about estate taxes because you have an estate larger than $5.45 million (for an individual) or $10.9 million (for a couple). (2016 figures)

You have a child with disabilities who is receiving state benefits.

One or more of your beneficiaries has a drug or alcohol problem or you do not trust them with handling money.

Either you or your spouse is not a US citizen.

You or your spouse owned significant property when you got married.

You have an existing estate plan with a living trust that you want to modify.

This site is informational only, it is not legal advice and does not form an attorney-client relationship.Copyright 2016. McPherson Law Group. All rights reserved.Contact: 7950 Dublin Blvd., Suite 308, Dublin, CA 94568 - cmm@mcphersonlawgroup.com - 925.307.6543